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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
Schwartz Investment Counsel
Michigan
$806K +$34.9K +1,500 +5%
VFA
402
Voya Financial Advisors
Connecticut
$805K +$39.2K +1,683 +6%
DY
403
Dowling & Yahnke
California
$799K -$91.6K -3,935 -11%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$784K -$4.17K -179 -0.6%
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$784K +$372K +15,994 +111%
V
406
Veritable
Delaware
$774K +$130K +5,596 +23%
RC
407
RBF Capital
California
$773K
DLG
408
Daniel L. Goodwin
$765K
CBTWT
409
Community Bank & Trust (Waco, Texas)
Texas
$760K -$75.6K -3,250 -10%
CAC
410
Certified Advisory Corp
Florida
$759K +$7.35K +316 +1%
BOH
411
Bank of Hawaii
Hawaii
$754K -$215K -9,222 -24%
CIM
412
Contrarius Investment Management
Jersey
$752K
VCM
413
Violich Capital Management
California
$741K
MAM
414
Meeder Asset Management
Ohio
$737K -$1.5M -64,629 -69%
PFPT
415
Pinnacle Financial Partners (Tennessee)
Tennessee
$737K +$791 +34 +0.1%
BWM
416
Buckley Wealth Management
Nevada
$732K +$30.9K +1,330 +5%
Brown Advisory
417
Brown Advisory
Maryland
$729K -$130K -5,603 -17%
SWP
418
Stratos Wealth Partners
Ohio
$728K -$29.2K -1,257 -4%
LWM
419
Lenox Wealth Management
Ohio
$725K +$63.6K +2,732 +11%
MIAS
420
Mason Investment Advisory Services
Virginia
$707K +$638K +27,419 New
ECM
421
Everence Capital Management
Indiana
$706K +$365K +15,670 +134%
HKIM
422
Hayek Kallen Investment Management
Alabama
$690K
QCM
423
Quest Capital Management
Texas
$687K +$63.4K +2,725 +11%
BFA
424
Benedict Financial Advisors
Georgia
$685K +$27.8K +1,194 +5%
IB
425
Intrust Bank
Kansas
$644K -$67.7K -2,911 -10%